1. New event creation

Flick the switch to enable or disable the ability to create new events.

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Customize how events are created  

  • Description: Flick the switch to enable or disable the ability to enter a description of the events. This will automatically add the question to the workflow if enabled.
  • Opportunity link: Flick the switch to enable or disable the ability to link an event to an opportunity. This will automatically add the question to the workflow if enabled.
  • Add a question: You can add a question to populate a specific field in Salesforce. See how to here.

2. Meeting notes

Flick the switch to enable or disable the ability to take notes on events.

Edit

Customize how you take meeting notes

  • Opportunity link: Flick the switch to allow or block the ability to link events to opportunities. This will appear as a question automatically if allowed.
  • Follow-up task: A follow-up task for an event is created automatically if you ask for a follow-up. There are four follow-up tasks listed as a default, and the default component is a 'List of Choices'. Remove any of them by pressing the bin icon, replace the text with a custom answer, or add a new one by tapping 'ADD CHOICE'. You can also choose the component 'Text and voice' to dictate or type the subject of the follow-up task.
  • Add a question: you can add a question to populate a specific field in Salesforce. See how to here.

3. Events' synchronization

Flick the switch to enable or disable the ability to sync events with Salesforce. This is enabled as a default.


Congratulations! You are now done customizing your events. Remember to save the changes you made! The Save button is on the top of the page.

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